ACT! 2011 / 2012   Training Basic - User Essentials

User Essentials Training course:s: £165 (NO VAT) 15% off for a second delegate placement - Call 01202 520555 email

ACT! Basic User Essential training course introduces students to the fundamental features of ACT!.2011 / 2012

Target Student
The course is for delegates, staff, business owners who are seek training to implement an ACT! CRM system for their business or work place. The course is designed to get the most out of your investment in ACT! CRM

Course Objectives
Delegates will learn how to navigate a database, locate records, create and delete contacts, work with company records, Enter notes & Histories perform lookups and searches, use Contact List view, work with Groups & Companies, Create & Schedule Activities. Send email and Edit Templates and Mail Marge. Create & edit opportunities and product list. After the completion of this course you will know how to use ACT! Confidently on a day-to-day basics.

Course Prerequisites
Delegates should be familiar with basic PC computer skills in Windows. Have experience in launching an application saving files, creating folders and copying files.

Course Includes

  • Course Material & Manual
  • 30 days email support
  • Course instructor is a qualified professional trainer who is Sage & Switpage Accredited

Course Length: One day 9:30 - 4:30
Morning  9:30 - 12:30  - Afternoon 1:00 - 4:30

Getting started - ACT! interface

  • Using ACT! & Business Workflows
  • Opening Welcome Page
  • Navigation Bar
  • Toolbars & Menus
  • View Contact Record
  • View by Contact List

Working with contacts

  • Creating new Contacts
  • Duplicating Contact Records
  • Secondary Contacts
  • Relationships
  • Editing Contact information
  • Deleting Contacts

Working with Documents, History and Notes

  • Notes V History
  • Entering Notes
  • Entering History
  • Attaching Document Files to History
  • Document Tab

Working with Groups and Companies

  • Creating Groups
  • Adding Contacts Groups
  • Creating Companies
  • Creating a Company from a Contact

Working with Activities and Filters

  • Overview of Activities
  • Activity Settings
  • Creating an Activity
  • Scheduling an Activity
  • In Task list view
  • Filtering Activities in Calendar view
  • Setting Activity Alarms
  • Activity Series
  • Clearing Activities

(Lunch Break 12:30 - 1:00)

Using Contact list View

  • Changing the view of the contact list
  • Finding contacts with the contact list
  • Enabling the Tag mode in the contact list
  • Editing contact information in the contact list

Searching ACT! Database

  • Using the look-up menu
  • Creating Look -up's
  • Adding to look-ups
  • Narrowing Look-ups
  • Keyword search

Working with Email

  • Overview
  • Setting Preferences
  • MS Word Integration
  • Outlook Synchronization & Options
  • Working with Email
  • Sending an e-mail to a contact
  • Working with ACT! Ribbon menu in Outlook
  • Attaching e-mails to the contact notes
  • Performing an E-mail Merge
  • Sage ACT! E-Marketing ( Swiftpage)

Letters, Templates & Mail Merging

  • MS Word Integration
  • Editing Letter Templates in ACT!
  • Creating a Mail Merge
  • Printing labels and envelopes in ACT

Working with Sale Opportunities

  • Overview of Opportunities
  • Creating New Opportunities
  • Creating a Product List
  • Creating a Quotation
  • Editing Opportunities
  • Closing a sale won or lost
  • Running an Opportunity Report

To secure your training Placement - Call 01202 520555 -